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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,931 | $102,422-94.2% | $147,117-96.0% | $80,959-92.7% |
| Participation rate | 86.1% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.4pp |
| Annual return | 1.55% | 135.16%-133.6pp | 420.54%-419.0pp | 35.67%-34.1pp |
| Employer contribution / active EE | $1,043 | $3,717-71.9% | $4,932-78.9% | $2,757-62.2% |
| Participant deferral / active EE | $1,820 | $6,652-72.6% | $8,065-77.4% | $4,300-57.7% |
| Admin fee / account holder | $608 | $7,953-92.4% | $12,993-95.3% | $6,925-91.2% |